Company lists · Data refreshed November 2026

Top 25 Budgeting and forecasting services based in the United States

RevenueBase identified 294 company matches for budgeting and forecasting services associated with the United States as of November 2026 and tracks 900 professional contacts across them, including 351 with verified work emails. New York is the largest hub.

This list covers company matches for budgeting and forecasting services associated with the United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed November 6, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Nov 6, 2026 How this list was built
294Companies
900Contacts tracked
351Verified emails
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The 25 largest budgeting and forecasting services based in the United States

Ranked by team size
Top 25 of 294 company matches for budgeting and forecasting services based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchGreenville, SC, United StatesHQ recorded Nov 6, 202611-5052 contacts →

Exact match

“Martus Solutions offers cloud-based budgeting, forecasting and reporting software that integrates with accounting systems to deliver real-time financial insights.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2Exact matchAmerican Fork, UT, United StatesHQ recorded Nov 6, 202651-20047 contacts →

Exact match

“LedgerGurus enables small businesses to increase revenues and profits through specialized and affordable accounting services.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3Exact matchAustin, TX, United StatesHQ recorded Nov 6, 202651-20047 contacts →

Exact match

“Jirav is an all-in-one financial planning and analysis (FP & A) solution that delivers smarter financials and faster insights, helping you understand where your business has been…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4Exact matchDenver, CO, United StatesHQ recorded Nov 6, 202611-5029 contacts →

Exact match

“We believe every business deserves professional financial strategy.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5Exact matchPortland, CA, United StatesHQ recorded Nov 6, 20261-1027 contacts →

Exact match

“Accounted was built after years working as a fractional CFO and Controller, watching founders make important decisions with financials that didn’t reflect reality.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6Exact matchRancho Santa Fe, CA, United StatesHQ recorded Nov 6, 202611-5020 contacts →

Exact match

“Bookkeeping, Forecasting & Budgeting, Unit Economic Analysis, Cash Planning, Data Warehousing, Strategic Advice”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7Exact matchOakland, CA, United StatesHQ recorded Nov 6, 202611-5016 contacts →

Exact match

“If managing your business's finances is holding you back from growth, consider partnering with AM Advisors.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8Exact matchItasca, IL, United StatesHQ recorded Nov 6, 202611-5015 contacts →

Exact match

“At Fates, Bodily, and Parker, we provide comprehensive financial expertise and solutions that drive cost savings and competitive advantages for our clients.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9Exact matchGreenville, SC, United StatesHQ recorded Nov 6, 202611-5015 contacts →

Exact match

“OnPoint CFO & Controller Services provides strategic financial support and leadership through outsourced CFO and controller services, accounting support, internal control…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10Exact matchPrinceton, NJ, United StatesHQ recorded Nov 6, 202611-5015 contacts →

Exact match

“At First Steps Financial, we take a hands-on, flexible approach to financial management-because your business deserves more than just numbers on a page.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11Exact matchDelray Beach, United StatesHQ recorded Nov 6, 20261-1012 contacts →

Exact match

“Moura CFO provides you with: 1- High-level financial expertise on a flexible basis 2- Financial planning, analysis, forecasting, budgeting, & cash flow management 3- Help your…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12Exact matchNew York, NY, United StatesHQ recorded Nov 6, 202611-5012 contacts →

Exact match

“Budgyt is the most affordable business budgeting platform on the market.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13Exact matchWilkes Barre, PA, United StatesHQ recorded Nov 6, 202611-5010 contacts →

Exact match

“PlanGuru | FP & A Software Built for the Real World: PlanGuru is a cloud-based budgeting, forecasting, and financial analytics platform purpose-built for small and mid-sized…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14Exact matchDenver, CO, United StatesHQ recorded Nov 6, 20261-1010 contacts →

Exact match

“Finance Pals provides bookkeeping, accounting, FP & A, cash flow forecasting, Fractional CFO, tax work and consulting for startups and other businesses.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15Exact matchAventura, FL, United StatesHQ recorded Nov 6, 202651-20010 contacts →

Exact match

“OnPlan is the leading budgeting and forecasting platform for all business functions.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16Exact matchSan Francisco, United StatesHQ recorded Nov 6, 202611-5010 contacts →

Exact match

“Stratify empowers finance teams and budget owners to drive business performance.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17Exact matchNew York, NY, United StatesHQ recorded Nov 6, 20261-109 contacts →

Exact match

“Drive your business with strategic and analytical fractional CFO Services.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18Exact matchFremont, OH, United StatesHQ recorded Nov 6, 20261-109 contacts →

Exact match

“At Orchard, accounting isn’t just about recording the past, it’s about using numbers to shape the future.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19Exact matchHenderson, United StatesHQ recorded Nov 6, 20261-107 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20Exact matchNew York, NY, United StatesHQ recorded Nov 6, 20261-107 contacts →

Exact match

“Quant Solutions is here to manage the day-to-day financial operations for your business.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21Exact matchDenver, CO, United StatesHQ recorded Nov 6, 20261-107 contacts →

Exact match

“We love working with business owners who want to understand their finances, plan for the future and grow their businesses.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22Exact matchLa Plata, MD, United StatesHQ recorded Nov 6, 20261-107 contacts →

Exact match

“Wheeler Accounting Group, LLC, offers accounting services including financial reporting and analysis, budgeting, forecasting and cash flow, accounts payable, accounts receivable…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23Exact matchWaco, TX, United StatesHQ recorded Nov 6, 20261-106 contacts →

Exact match

“Financial Clarity for Entrepreneurs & Investors Who Want to Win.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24Exact matchDayton, OH, United StatesHQ recorded Nov 6, 20261-106 contacts →

Exact match

“Sugarcreek Consulting offers a full suite of financial services to support the reliability of your financial statements and projections including Virtual CFO, Accounting…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25Exact matchNew York, NY, United StatesHQ recorded Nov 6, 202651-2006 contacts →

Exact match

“Abacum is the FP & A platform that automates, analyzes, and forecasts for strategic impact.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase

Showing 25 of 294 budgeting and forecasting services based in the United States

See the full list, filter by size, metro and specialty, and access 351 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Budgeting and forecasting services based in the United States at a glance

As of Nov 6, 2026
39.0%Verified-email coverage
3.1Average contacts per company
1-10Median size (employees)
4.8%Largest-city concentration · New York
Nov 6, 2026Page data refreshed

Companies by employee count

1-10
265
11-50
23
51-200
6

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 294 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies
Company records associated with the United States whose business descriptions match “budgeting and forecasting services” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch
Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview
The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every displayed company carries at least one verified work email. RevenueBase tracks 351 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on November 6, 2026. Lists refresh periodically as the graph is re-checked.
Record context
Company records and descriptions can change. Check the company's website for its current services and locations.

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “budgeting and forecasting services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many budgeting and forecasting services are there based in the United States?

RevenueBase identified 294 company matches for budgeting and forecasting services associated with the United States as of November 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Martus Solutions tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most budgeting and forecasting services?

New York leads with 14 company records, followed by Denver (12) and Chicago (11).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 351 professional contacts with verified work emails tracked across these 294 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on November 6, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.